Kubera
Verified working Aug 6, 2026
A net-worth dashboard for complex portfolios beyond stocks and banks.
Kubera is a paid personal wealth tracker for people who want one balance-sheet view across traditional accounts, crypto, private investments, real estate, valuables, and other assets. It supports multi-currency holdings, nested portfolios for entities or trusts, shared access for collaborators, reporting, liquidity planning, AI-assisted portfolio queries, and legacy-transfer features.
Why it stands out
- Designed for whole-net-worth tracking rather than only budgeting, public equities, or retirement accounts.
- Handles alternative and illiquid assets such as LP interests, capital calls, private shares, collectibles, and property.
- Uses multiple aggregation providers and connector selection instead of relying on a single bank-linking network.
- Nested portfolios make it practical to represent holding companies, trusts, subsidiaries, and family structures.
- Includes crypto-specific handling for wallets, exchanges, staking, lending, DeFi, NFTs, and BTC-denominated net-worth views.
Good to know
- After the trial, the advertised price is $250 per year, so it is not a free personal finance dashboard.
- Its feature set is aimed at complex wealth tracking and may be more than needed for simple budgeting or expense categorization.
- Institution connectivity can still depend on external aggregators or the institution’s website; Web Sync is presented as a fallback when standard connections are unavailable.
- Some AI-related workflows appear to involve external AI tools such as ChatGPT, Claude, or Gemini.
Photos
Self-directed high-net-worth individuals and families can consolidate scattered assets, entities, and currencies into one live net-worth view. Track banks, brokerages, crypto wallets, exchange accounts, NFTs, and DeFi activity in the same portfolio. Model holdings across trusts, LLCs, partnerships, or family members without flattening everything into one account. Monitor cash availability for expenses, capital calls, or upcoming liquidity needs. Share limited portfolio access with an assistant, advisor, accountant, or family member.
Account aggregation for banks, brokerages, exchanges, wallets, and investment platforms; manual and ticker-based asset tracking; support for crypto, DeFi, NFTs, private stock, LP positions, real estate, vehicles, jewelry, watches, and other custom assets; nested portfolios; multi-currency reporting; collaboration permissions; cash forecasting; scenario planning; proof-of-wealth sharing; anonymous peer benchmarks; AI portfolio querying; dead-man’s-switch style beneficiary delivery; Chrome Web Sync extension for institutions without standard connectivity.
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